Client Experience & Firm Operations Leader

Mohr CPAs LLP; Milwaukee (WI); On-site; USD 65,000 - 80,000; Full time

Job summary

Mohr CPAs LLP, a Milwaukee-based CPA firm, seeks a Client Relations & Firm Operations Manager to enhance client experience and day-to-day operations. You will manage front desk coverage, client document flow, and intake support, with increased ownership over client relations and firm operations over time.

The role emphasizes confidential handling of client information, strong organization, and collaboration with leadership, especially during busy tax seasons.

Qualifications

• Minimum of 2 years of administrative support experience.
• Strong interpersonal and telephone communication skills.
• Service mindset with the ability to build warm client relationships.
• Excellent organizational skills with attention to detail.
• Familiarity with Microsoft 365, Adobe PDFs, client portals, and document workflows.
• Willingness to handle hands-on office administration as part of a broader role.

Responsibilities

• Serve as first point of contact by phone, email, and in person.
• Own front desk and phone coverage during peak seasons.
• Coordinate client tax document intake for existing clients.
• Support tax-season workflows including engagement letters and organizers.
• Coordinate calendars, meetings, and general administrative tasks.
• Maintain confidentiality of sensitive client information.

Skills

Administrative support

Client service

Office operations

Communication skills

Tools

Microsoft 365

DocuSign

Lacerte

SafeSend

QuickBooks

Adobe

Job description

Mohr CPAs LLP, a Milwaukee-based CPA firm, seeks a Client Relations & Firm Operations Manager to enhance client experience and day-to-day operations. You will manage front desk coverage, client document flow, and intake support, with increased ownership over client relations and firm operations over time.

The role emphasizes confidential handling of client information, strong organization, and collaboration with leadership, especially during busy tax seasons.